Tableau Server on Windows Help

Navigate the Admin Areas of the Tableau Web Environment

As an administrator on Tableau Server or Tableau Online, you can access admin settings that aren’t available to other users to configure sites, users, projects, and to do other content-related tasks.

The settings in this article refer to the Tableau web environment. Tableau Server administrators with appropriate credentials can also change server settings such as processor, caching, authentication, distributed deployment, and related configurations using the TSM web environment. For information, see Sign in to Tableau Services Manager Web UI.

Access based on site role and number of sites

The menus you get when you sign in to Tableau Server or Tableau Online depend on the following conditions:

Whether you’re a site or server administrator.

Site administrator access is available on Tableau Online and Tableau Server. Server administrator access is only on Tableau Server.

Whether you have access to only one site or to multiple sites.

Server administrator

On a single-site server, the site selector does not appear, and all other menus are the same.

In a multi-site environment, menus along the left enable you to modify a specific site or all sites, and to configure users, groups, schedules, tasks, and server settings.

To access server administrator settings that affect all sites, open the site menu by clicking the arrow next to the current site name, and then select Manage all sites.

The Content and Group tabs go away, and the site menu text changes to All Sites to let you know you are managing server-wide settings, and options like Server Status reflect the server-wide view.

To return to the site administration menus, select All Sites, and the select the site you want to manage.

Site administrator

If you are a site administrator for Tableau Online or Tableau Server, and you have access to multiple sites, you’ll get menus for selecting which site to manage, and for managing that site’s content, users, groups, schedules, and tasks, and for monitoring its status.

The site selector displays the name of the current site. To go to another site, select the site menu, and then select the site name.

If you have access to only one site, the site selector does not appear, but all other menus are the same.

Server administrator tasks

Server administrators (available with Tableau Server Enterprise only) can do the following:

Monitor server status and activity.

Generate log files.

Add sites and edit site settings. Only server administrators can add sites to the server.

Add users to the server, and assign users to sites.

Add and manage site groups.

To manage settings only for a specific site, you must first navigate to the site. Within each site, you can do the following:

Administer content: Create projects, move content from one project to another, assign permissions, change ownership of a content resource, and so on.

Manage schedules for extract refreshes and subscriptions.

Monitor site activity and record workbook performance metrics.

Manage storage space limits for content published by users.

Allow web authoring.

Enable revision history.

Allow site administrators to add and remove users.

Allow users to subscribe to workbooks and views, and allow content owners to subscribe others to workbooks and views.

Enable offline snapshots for favorites (iOS only).

Site administrator tasks

A site administrator on Tableau Online or Tableau Server can do the following tasks:

Administer content: Create projets, move content from one project to another, assign permissions, change ownership of a content resource, and so on.

View, manage, and manually run schedules for extract refreshes and subscriptions.